Proposal and Quoting ProcessPurpose
1.2. Systematically reduce manual oversight and administrative burden for deck construction firms.
1.3. Automate movement of old digital proposals into designated archive repositories, maintaining records for auditing and historical reference.
1.4. Enhance security, retrievability, and compliance with industry best practices by automating the retention lifecycle.
1.5. Support workflows for carpentry companies handling high proposal volumes by automating repetitive file organization tasks.
Trigger Conditions
2.2. Status assigned as "Lost," "Declined," or "Expired" in CRM or project management tools.
2.3. Scheduled periodic trigger, e.g., first of every month for all proposals older than a set threshold.
2.4. On date-field expiry detected inside the proposal metadata.
2.5. Manual "Archive Now" trigger in proposal management UI.
Platform Variants
• Feature/Setting: “When an item is modified” trigger, automatedly configure flow to move files from SharePoint proposals folder to Archive after inactivity.
3.2. Google Workspace (Google Apps Script)
• Feature/Setting: Script configured to detect proposal age in Google Drive, automate file move operations, update Sheets status.
3.3. Zapier
• Feature/Setting: Scheduled Zap using “Schedule by Zapier,” automate filter by proposal status in Google Drive/Dropbox, automate archive action.
3.4. Dropbox
• Feature/Setting: Files “Moved” event, configure API automation for proposals tagged “old.”
3.5. Box
• Feature/Setting: Box API “folders.move” endpoint, automates file relocation based on metadata.
3.6. Salesforce
• Feature/Setting: Process Builder or Flow Automation, archive proposals per Opportunity status.
3.7. HubSpot
• Feature/Setting: Workflow automation, triggers on Deal Stages, automate email/archive action using HubSpot API.
3.8. Monday.com
• Feature/Setting: Automation Recipes configured for column status change, automates linked file archiving.
3.9. Trello
• Feature/Setting: Butler automation, moves proposal cards to “Archive” when timer or status met.
3.10. Asana
• Feature/Setting: Rules to trigger on “Task completed/Inactive,” automates attachment archival.
3.11. Notion
• Feature/Setting: Automation API, moves pages to “Archive” database if project stage exceeds set days.
3.12. Airtable
• Feature/Setting: Automations on date/computed fields; move records via Airtable script or external API.
3.13. Smartsheet
• Feature/Setting: Automated workflows, triggers to move/archive rows or attachments.
3.14. DocuSign
• Feature/Setting: Connects envelope completion/expiration event to automate moving to archive folder in cloud storage.
3.15. PandaDoc
• Feature/Setting: Workflow automation triggers proposal archiving by status, integrates with cloud folders.
3.16. Evernote Business
• Feature/Setting: Tag-based and date rule, automates moving notes with proposals to Archive Notebook.
3.17. Egnyte
• Feature/Setting: Lifecycle management automation, auto-moves files/folders by metadata.
3.18. Clio Manage
• Feature/Setting: Matter status-based trigger, automates proposal move via Clio API/automator integration.
3.19. SharePoint Online
• Feature/Setting: Power Automate connector, folder/file archival by rule per proposal metadata/age.
3.20. Slack
• Feature/Setting: Workflow Builder, automates DM/reminders for archiving, triggers file management bots via Slack API.
Benefits
4.2. Frees staff from repetitive manual sorting, efficiently automating file management.
4.3. Prevents loss of historical proposal data by automated organization.
4.4. Reduces error rates in archiving workflows, automator handles rule-based action consistently.
4.5. Optimizes digital storage use by automating removal of inactive proposal clutter.
4.6. Automates notification and documentation trails in archiving, increasing accountability.